Armis Advisers’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

Armis Advisers’s Portfolio OVF Stock Details OVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.7M	Buy	736,641 +23,320	+3%	+$734K	2.17%	9
2026 Q1	$22.8M	Buy	713,321 +30,511	+4%	+$933K	2.2%	7
2025 Q4	$19.5M	Buy	682,810 +39,325	+6%	+$1.15M	2.19%	10
2025 Q3	$18.8M	Buy	643,485 +175,619	+38%	+$4.92M	1.72%	17
2025 Q2	$12.8M	Buy	467,866 +172,345	+58%	+$4.44M	1.01%	23
2025 Q1	$7.37M	Buy	295,521 +111,495	+61%	+$2.77M	0.69%	35
2024 Q4	$4.32M	Buy	+184,026	New	+$4.6M	0.53%	48

Other funds holding OVF

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Armis Advisers's OVF Position: Q2 2026 in Review

Armis Advisers increased its Overlay Shares Foreign Equity ETF (OVF) stake by 3.3% in Q2 2026, buying an estimated $734K and bringing the position to 736,641 shares worth $23.7M. The position accounts for 2.17% of the portfolio, ranked #9.

Armis Advisers first reported a position in OVF in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold OVF as of Q2 2026.

Armis Advisers held 736,641 shares of Overlay Shares Foreign Equity ETF worth $23.7M as of Q2 2026.
Armis Advisers bought 23,320 Overlay Shares Foreign Equity ETF shares in Q2 2026, an estimated $734K.
Overlay Shares Foreign Equity ETF made up 2.17% of Armis Advisers's portfolio in Q2 2026, its #9 holding.
Armis Advisers first reported a position in Overlay Shares Foreign Equity ETF in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.